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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURUANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $47,736 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 27 | Advisory (Plan) | $1,244 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,969 | $77,638-61.4% | $156,551-80.9% | $62,881-52.3% |
| Participation rate | 66.2% | 71.2%-5.0pp | 84.0%-17.8pp | 69.3%-3.1pp |
| Annual return | 11.01% | 50.33%-39.3pp | 32.23%-21.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,000 | $3,444-71.0% | $5,501-81.8% | $2,281-56.2% |
| Participant deferral / active EE | $2,444 | $3,046-19.8% | $4,871-49.8% | $3,203-23.7% |
| Admin fee / account holder | $11 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |